Upcoming Workshops and Events:

Below you’ll find a list of upcoming Emotional Finance workshops and events currently open for booking.

If you’d like to arrange an in-house workshop, event or away-day for your organisation, tailored to your team’s needs, I’d love to hear from you.

Friday 6 March

The Victoria,
Kelham Island, Sheffield

Mastering Multi-Client Meetings:

A workshop for financial professionals working with families, groups and partnerships

When financial advice involves more than one person – whether it’s a couple, a family, or a business group - the dynamics get more complex.

Emotions run higher, loyalties and power balances come into play, and decision-making can stall.

This one-day workshop will give you the tools, insight, and confidence to navigate those complexities with ease, drawing on real-life practice, relational theory, and practical exercises you can use immediately.

Co-facilitated by Emma Boardwell, Founder of Emotional Finance and Sara Maxwell, Founder of Wealth Coach and trainer at Wise Monkey Financial Coaching. Co-hosted by Katherine Rowell, Business Account Manager, LV=.

Generously sponsored by LV=

Timeline,
70 Gracechurch Street, London, EC3V 0HR

Wednesday 15 October

Exploring Emotional Finance:

A workshop for women in Financial Services

An experiential day of connection, insight and reflection in London, designed by women in financial services for women in financial services.

Grounded in the framework of Emotional Finance, the day will offer an introduction to creating the conditions of trust and to building the emotional and relational skills and practices that underpin strong working relationships, and encourage client engagement, loyalty and referral. 

Facilitated by Emma Boardwell, Founder of Emotional Finance and co-hosted by Kate Phillips, Head of Sales at Timeline.

Generously sponsored by Timeline.

Friday 17 October

The Forge,
Bristol, BS1 5BD

Client Vulnerability in Financial Services

Vulnerability in financial services isn’t just a compliance box to tick - it’s a relational challenge that calls for skill, insight, and confidence.

This one-day, small-group workshop will equip you to:

  • spot subtle signs of vulnerability

  • build the trust that makes honest conversations possible, and

  • navigate emotionally charged moments with presence and ease

Through a mix of guided reflection, facilitated dialogue, live demonstration, and supported role play, you'll leave with practical tools, deeper insight, and a renewed sense of clarity and confidence

Facilitated by Emma Boardwell, Founder of Emotional Finance and co-hosted by Debbie Holmes, Business Development Manager at EBI Portfolios.

Generously sponsored by EBI Portfolios.

Past Events:

Friday 4 July

The Victoria,
Kelham Island, Sheffield

Exploring Emotional Finance

An in person workshop for Women in Financial Services

An experiential day of connection, insight and reflection in Sheffield, designed by women in financial services for women in financial services.

Join us for a unique one day workshop, facilitated by Emma Boardwell, Founder of Emotional Finance, and co-designed with Sophie Smith of Joyful Wealth. 

Hosted in a beautiful, intimate space at The Victoria in Sheffield, this event is for female financial professionals who want to foster their emotional and relational intelligence in the workplace.

Generously sponsored by LV=

Feedback from Past Participants:

  • I had the chance to attend one of Emma’s in-person workshops recently. We explored some of the most important, and often overlooked, parts of financial advice - building trust, giving presence and how to support clients’ emotional experiences.

    Emma held space with so much care and thoughtfulness. The conversations were real, challenging, and full of insight.

    She also speaks like Elizabeth Day, I could listen to her all day! She has a beautiful way of putting things, with brevity and eloquence.

    - Sally Pham, IFA

  • I attended Emma's first in person Emotional Finance event and it was wonderful.

    The perfect inviting environment to challenge the norm of financial service conversation and add a level of humanity, emotion and care to it.

    Emma's on a mission to change the way we approach financial service conversations and generally improve trust in the industry.

    Her own personable approach makes her a warming and engaging individual to work with.

    - Amanda Ford, Co-Founder, Financial Planning Club

  • I can highly recommend Emma after spending a day on her course on emotional finance.

    Ideal for understanding the emotional connection with clients and giving more holistic advice.

    It is unique in the industry to find someone who is qualified in the psychological aspect of finance as well as being level 4 qualified adviser.

    - Katherine Rowell, BDM, LV=

  • I participated in a personal and professional development group facilitated by Emma in 2024 with an open mind —curious, but not necessarily expecting major change. However, the opportunity was transformational.

    Her facilitation helped me cut through the noise, uncover blocks I was barely aware of and gain the clarity I needed to move forward in my business with confidence.”


    - Rosie Mowat, Rosebud Financial Coaching 

  • We had a fantastic day on Friday with some amazing women that work in our industry. The work Emma is doing is so desperately needed and it was great to spend a day learning from her.

    Emma brings such a gentle and empathetic approach to her teaching that she makes you feel instantly safe. I felt comfortable in the room exploring topics that are not often spoken about. I’m really not a confident speaker in groups but I was completely at ease.

    If Emma runs any more courses (and I’m sure she will) I recommend you all to take part!

    - Sophie Smith, CFP, Joyful Wealth

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